CWC
NUVL

Carolinas Wealth Consulting’s Nuvalent NUVL Stock Holding History

Carolinas Wealth Consulting’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$438 – 1090
2023
Q2 		$438 Buy
+10
New +$378 ﹤0.01% 1017

Other funds holding NUVL

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolinas Wealth Consulting's NUVL Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Nuvalent (NUVL) in Q3 2023, closing a stake of 10 shares — an estimated $438 sold.

Carolinas Wealth Consulting first reported a position in NUVL in Q2 2023 and held it in 1 quarter. The position peaked at $438 in Q2 2023. 115 funds tracked by Wall St. Rank hold NUVL as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Nuvalent position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 Nuvalent shares in Q3 2023, an estimated $438.
  • Carolinas Wealth Consulting first reported a position in Nuvalent in Q2 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Nuvalent position peaked at $438 in Q2 2023.
  • 115 funds tracked by Wall St. Rank held Nuvalent as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.